# Jerry W Cavaneau

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6324

## Record

- **Judge:** Jerry W Cavaneau
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 11

## Text

ROCKEFELLER CTR PROPERTIES, INC Common. — None
CENTENNIAL BANK ACCOUNTS — Interest
Unimproved acreage, White Co, AR, purch HV 10/78. $20,000 — Rovalty — note, Part VII
H)BROKERAGE ACCOUNTD — note, Part VIII
H)TRUSTA — note, Part VII
FIDELITY MONEY MARKET — Interest
ALGER HEALTH SCIENCES FUND (AHSAX) — Int/Div
COLUMBIA ENERGY & NAT RES FUND (UMCSX) — Int/Div
CREDIT SUISSE 5.125% BOND — Interest — Matured
DAVIS FINANCIAL FUND (RPFGX) — Int/Div
SPDR Dow Jones Industrial Avg (DIA) ETF — Int/Div — Sold (part)
Prudential GLOBAL RE FUND (PURAX) — Int/Div
EATON VANCE WLDWD HEALTH FUND (ECHSX — Int/Div
FIDELITY LATIN AMERICA FUND (FLATX) — Int/Div
FIDELITY SELECT ENERGY FUND (FSENX) — Int/Div
JCON HEALTHCARE FUND (ICHCX) — Int/Div
ISHARES COHEN & STEERS REALTY ETF (ICF) — Int/Div
ISHARES DJ US HEALTHCARE ETF {IYH) — Int/Div
ISHARES KLD SEL SOC INDEX ETF (KLD) — Int/Div
ISHARES S&P SOO INDEX ETF (IVV) — Int/Div — Sold (part)
ISHARES S&P GLOBAL ENERGY ETF {IXO) — Int/Div
ISHARES S&P GLOBAL HEALTHCARE ETF (IX) — Int/Div
SHARES S&P MIDCAP 400 ETF (UH) — Int/Div
ISHARES S&P NATURAL RESOURCES ETF (IGE) — Int/Div
ISHARES TR DJ US FINANCIAL ETF IYGH — Int/Div
T ROWE PRICE EMERG EUROPE FUND {(TREMX) — Int/Div
FORD HOLDINGS INC. DEBENTURE Corp Bond — Interest
SUNAMERICA INC. MEDIUM TERM NOTES Corp Bond — Interest
GNMA Il GUARANTEED PASS THRL CERTIFICATE POOL # 2563 — Interest
GNMA II GUARANTEED PASS THRL CERTIFICATE POOL #3053 — Interest
REDWOOD TRUST INC. (RWT) Common — Int/Div
BUCKEYE PARTNERS LP (BLP) Common — None
HEALTH CARE PROPERTY INVS. INC (HCP) Common — Int/Div
CALVERT GLOBAL ALTERNATIVE ENERGY FUND — None
CALVERT GLOBAL WATER FUND — Int/Div
NEW ALTERNATIVES FUND — Int/Div
KLH 400 SOCIAL INDEX (DShH — Int/Div
ISHARES DOW JONES US FINANCIAL SECTOR (IYF) — Int/Div
POWERSHARES WATER RESOURCES (PHO) — Int/Div
POWERSHARES WINDERHILL CLEAN ENERGY (PBW) — Int/Div
LAZARD EMERGING MARKETS — Int/Div
ISHARES TR LEHMAN AGENCY BOND ETF (AGZ) — Int — Buy (add'l)
POWERSHARES PREFERRED (PGX) — Int/Div
Lehman Brthrs Hider Bond 0% 12/30/16 — Distribution
ISHARES INTERMEDIATE CRED BOND (CI) — Int/Div — Buy (add'l)
POWERSHARES ETF S&P EMRG MKT LOW VOL (EELV) — Int/Div
H) FIDELITY SELF DIRECTED IRA — note. Part VII
Fidelity Money Market — Int/Div
ABERDEEN GLOBAL EQUITY FUND (GLFAX) — Int/Div — Note, Part VII
ALGER HEALTH SCIENCES FUND (AHSHX) — Int/Div
COLUMBIA ENERGY & NAT RES FUND (UMESX) — Int/Div
DAVIS FINANCIAL FUND (RPRGX) — Int/Div
SPDR Dow Jones Industrial Avg TRUST ETF (DIA) — Int/Div
DREYFUS S&P MIDCAP INDEX FUND (PESPX) — Int/Div
Prudential GLOBAL RE FUND (PURAX) — Int/Div
FIDELITY HIGH INCOME FUND (SPHIX) — Int/Div
FIDELITY LATIN AMERICA FUND (FLATX) — Int/Div
FIDELITY SELECT ENERGY FUND (FSENX) — Int/Div
GOLDMAN SACHS 5.15% BOND — Interest — Matured
ICON HEALTH CARE FUND (ICHCX) — Int/Div
ISHARES DJ US FINANCIAL ETF(IYF) — Int/Div
ISHARES KLD 400 SOCIAL INDEX ETF (DSH — Int/Div
ISHARES S&P S00 INDEX ETF (IVV) — Int/Div
ISHARES S&P MIDCAP 00 ETF (UH) — Int/Div
WELLS FARGO DIV INC FUND (SDVIX) — Int/Div
CALVERT GLOBAL ALTERNATIVE FUND — None
CALVERT GLOBAL WATER FUND — Int/Div
FED HOME LN MTG 0% BOND — None — Matured
HSBC FINANCE CORP 5." BOND — Interest
LAZARD EMERGING MARKETS FUND — Int/Div
Fidelity Government Income Fund (FGOVX) — Int/Div
IShares Dow Jones US Financial Sector ETF (LIYG) — Int/Div
Powershares FTSE RAFI Emerging Mkts ETF (PXH) — Int/Div — Buy (add'l)
ISHARES DOW JONES US REAL ESTATE ETF(IYR) — Int/Div
POWERSHARES FINANCIAL PREFERRED ETF (PGF) — Int/Div
SHELL INT'L FIN 3.25% BOND — Interest
WALMART 3.0% BOND — Interest — Redeemed
MICROSOFT 2.5% BOND — Interest
TOYOTA MOTOR CREDIT 3.2% BOND — Interest
GEN ELEC CAP COPR MTN 2.25% — Interest
NATIONAL RUAL UTILS 1.9% BOND — Interest
ISHARES INTERMEDIATE CREDIT BOND (CIL) — Int/Div — Buy (add'l)
H) Fidelity self directed IRA — note, Part VII
FIDELITY MONEY MKT — Int/Div
SPDR Dow Jones Industrial Avg TRUST ETF (DIA) — Int/Div — Sold (part)
ISHARES KLD SELECT SOCIAL ETF (KLD) — Int/Div — Sold (part)
Co-Trustee, Trust A (See note, Part VII
Board Member and Secretary of the Board, Board of Adminstration, Creekwood Horrzonal Property Regime (See note, Pant vin
Part |. Line 1. This is aij revocable trust created April 18, 2008. All assets of the trust are individually included in Part VII, listed under the header “TRUST

A

Part 1. Line 2. 1remained on the board and was lected secretary during 2012, 1 rotated off the board 1n 2015,

Part VII. Line 3. Ummproved real property located in White County, Arkansas. Fee simple. Purchase date October 10, 1978. Purchase price $20,000. There

were no transactions during 2014 to be reported under column D(1). The sole activity re this asset was receipt of gas royalty income,

Part VII. Line 4. This is a header, This brokerage holds the reportable assets in Trust A (Line 5), the self-directed IRA (Line 47) and a second self-directed IRA

(Line 83). The values and income for each of these entities is reported for cach asset rather than in the aggregate.

Part VIL. Line 5. Revocable JE created April 18, 2008. This is a header (or subheader). The assets listed in lines 6 through 46 are the reportable assets of

the trust, The value and income is reported for each individual asset rather than in the aggregate.

Part VII. Line 47. This is a subheader. The reportable assets included m this IRA are listed in lines 48 through 82. The values and income are listed for cach

individual asset rather than in the aggregate.

Part VII Line 49. In 2013, the name of this equity was changed to Aberdeen Global Equity Fund (GLFAX). This year, there was income, but no transaction,

When 1 ran the audit, it prompted me to complete Column (1). However, there wits no transaction. Just income.

Part VII Line 83. This is u subheader. The reportable assets included in this IRA are listed m lines 84 through 86. The values and income are listed for cach

individual asset rather than in the aggregate.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6324. Public record. Not legal advice.
